I have been sleeping and yawning for a long time, but have
become very busy for the last 1 month.
All my triggers are now sending me emails and alerts - WAKE UP LUCKY,
IT's TIME TO WAKE UP
Yes, PE has gone closer to my target range for long-awaited market
entry.
2013 – I was
out of India and busy with hectic international travels across Asia. My only
engagement outside the family in India was AAP moment and supporting the volunteers
on the ground
2016 – I shifted
to India and was busy with the hustle
2020 – It happened
so fast that I could not make my Hypothesis for investment
This time
around I am totally free and eager to get my hands dirty
Questions - How long it will take the US to mop up the money back? Interest rates are required to be significantly higher than the inflation rates.
If the interest rates are increased significantly
Debt - Huge MTM losses (long-term debt will be loss-making as interest rates will go up)
Gold - If inflation cools down then it may go down but for the moment, it seems unlikely that inflation will decrease soon, so gold may remain inflated for some period
Real Estate - May stay inflated for a longer period as mop-up is not so easy
Excess liquidity has to settle somehow - The question is speed and speed is decided by regulators not the markets, so bottle cap tightening is out of market scope
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